Providers Demographics Tab

Field	Description
Last/ First/ Middle Names	Enter the name of the provider. It is very important that you only enter the provider's middle initial in the Middle Name field. If you enter an entire name in the Middle Name field (even though the field is labeled Middle Name instead Middle Initial), the application will take the last letter of the name you entered and enter it as the middle initial in box 17 of the HFCA 1500 form.
Business/ Home/ Other1/ Other2	Select the type of address information you want to enter for the provider.
Address/ City/ State/ Zip/ Country/ County	The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display.
Country	Select the drop-down arrow and select the applicable country.
County	Select the drop-down arrow and select the applicable county.
Phone/ Ext	The area code defaults in from the General Practice Preferences. Enter the phone number and extension.
Fax	Enter the fax number, if applicable.
Display As	Enter the name as you would like it to display in box 17 on the HCFA 1500 and within the NextGen® Enterprise PM application. The default is the name information from the Last Name and First Name fields.
Spouse Name	Enter the name of the provider's spouse, if applicable.
SSN	Enter the provider's Social Security number, usually populated through the billing system, although in some cases users have to populate it manually.
Salutory Name	Enter the provider's name as it should appear in correspondence sent to him or her.
Degree	Enter the medical degree held by the provider. Note: The provider's degree must be provided or configured here to appear on the PDMP macro and the PDMP review indicator on the master documents.
E-Mail Address	Enter the E-Mail address of the Provider, if applicable.
Fax Extras	If the provider has an automated system used to access the fax machine, enter the number used.
Pager	Enter the pager number of provider, if applicable.
Mobile Phone	Enter the mobile number of provider, if applicable.

File Maintenance Help for NextGen® Enterprise 8

Providers System Tab

On the System tab, you can add a provider or modify provider details using the following field descriptions. Field Description Provider Payers This field lists payers and payer numbers added to the provider. After you add a provider, you should add values in the Provider Payers list. Taxonomy Code This field displays a default taxonomy code to classify providers according to type or specialty. Specialty Code1/ Specialty Code2 This field displays the provider's specialty codes. You can modify specialties in the Specialties master file. Provider Subgrouping 1/ Provider Subgrouping 2 (User-defined fields) This field displays provider subgrouping category types that you can use as reporting filters. To modify the information, you can refer to the Provider Subgrouping 1 and Provider Subgrouping 2 fields on the General tab of the Enterprise Preferences window. Employer This field displays the provider's employer. The employers listed are maintained in the Employers master file. Primary Locat

File Maintenance Help for NextGen® Enterprise 8

Location Information Field Descriptions

The following table provides descriptions of the fields located on the Location Information window. Field Description Location Name Enter a name, up to 40 characters, for the service location. The number of characters that display in the service location drop-down lists for this name depends on how the name is entered here. For example, if the service location name is entered as all capital letters, then fewer characters display compared to an entry of a combination of upper and lower case characters. Address/ City/ State/ Zip/ Country/ County The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display. Phone/Ext Enter the phone number of the facility. The area code will default in from General Practice Preferences. Contact Last Name/ First Name/ MI Enter the name of the contact person at the facility. Fax Ent

Help Guide for NextGen® Enterprise PM 8

Columns in the Lookup Results

The following table provides information about various columns on the People Lookup and Patient Lookup windows: Column Name Column Description Auto size all columns Automatically resizes all columns to fit the content in each column. Name The last name, first name, and middle name for each person or patient in the General subtab of the Demographics tab in the Patient Information window. Suffix Suffix for each person/patient in the General subtab of the Demographics tab in the Patient Information window. Patient Portal Displays Y or N indicating whether the person or patient is enrolled in the NextGen® PxP Portal. Note: This column is not applicable for NextGen® Optical Management. Preferred Name Preferred name for each person/patient in the General subtab of the Demographics tab in the Patient Information window. Maiden Name Mother's Maiden Name for each person or patient the Demographics tab in the Patient Information window. Address Address, City, State and Zip for each person/patien

Help Guide for NextGen® Enterprise PM 8

Add Address Information

You can add the billing or secondary address for the patient using the Add Person Information window.This information includes the patient or person's mailing address. The billing address is the address used for sending correspondence between your practice and the patient. If needed, you can enter a secondary address. In NextGen® Enterprise, open the People Lookup window and select New. The Add Person Information window opens. To enter the person or patient's address, select one of the following options: Billing - Enter the address used by the practice to send statements, claim information, and any additional correspondence between the practice and the patient. Secondary - Enter an additional address for the patient. For example, a case worker's address or second home. Enter the street address of the patient in the following fields: Street 1 (required) - Enter the street address for the patient. Street 2 - Enter additional mailing information. For example, apartment or suite number. Ad

NextGen® Enterprise EHR Help

Add Address Information

You can add the billing or secondary address for the patient using the Add Person Information window.This information includes the patient or person's mailing address. The billing address is the address used for sending correspondence between your practice and the patient. If needed, you can enter a secondary address. In NextGen® Enterprise, open the People Lookup window and select New. The Add Person Information window opens. To enter the person or patient's address, select one of the following options: Billing - Enter the address used by the practice to send statements, claim information, and any additional correspondence between the practice and the patient. Secondary - Enter an additional address for the patient. For example, a case worker's address or second home. Enter the street address of the patient in the following fields: Street 1 (required) - Enter the street address for the patient. Street 2 - Enter additional mailing information. For example, apartment or suite number. Ad

NextGen® Enterprise EHR Help

Add General Information for Persons or Patients

You must add the person or patient's general identification information, such as the first and last name, social security number, birth date, sexual profile, and preferred pronoun. General information for a patient or person appears as a header on every tab of the patient or person information windows. Open NextGen® Enterprise. Open the People Lookup window, and then select New. The Add Person Information window opens. Select a Prefix preferred by the person or patient. Mr, Mrs, or Reverend. Enter the Last name and First name for the person or patient. Both are required fields. Select the Previous Last link and then enter the previous last name of the person or patient. Select the Previous First link and then enter the previous first name of the person or patient. Enter the person or patient's Middle name. Select the preferred Suffix, additional information after the person or patient's last name. Enter the Preferred Name that the person or patient wants to be addressed by. Enter the S

Providers Demographics Tab

Recommendations

Providers System Tab

Location Information Field Descriptions

Columns in the Lookup Results

Add Address Information

Add Address Information

Add General Information for Persons or Patients

Providers System Tab

Location Information Field Descriptions

Columns in the Lookup Results

Add Address Information

Add Address Information

Add General Information for Persons or Patients